新赛道风头不减，外资却开始默默加仓“老白马”

上海证券报2021-08-08

作为当前A股市场的“最强风口”，光伏、锂电池等板块频频掀起涨停潮。相比之下，消费、金融等板块中的传统白马股则显得有些黯然失色。不过，最新数据显示，外资已经开始默默买入这些“老白马”。近两周，中国平安、伊利股份、泸州老窖、格力电器、五粮液等股票均获北向资金大幅加仓。 “老白马”重获北向资金关注相较于光伏、锂电池等强势板块，消费、金融等板块中的传统白马股近段时间明显表现不佳。其中，截至8月6日，...

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伙食费
2021-08-08
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靖焜
2021-08-08
靖焜
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十八顺
2021-08-08
十八顺
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8月6日收盘价）\n霸菱中国股票投资经理姜征昊表示，在关注近期市场波动的同时，他仍坚持自下而上的投资流程，并视市场调整为有吸引力的切入点，买进具有结构性增长潜力和优质基本面的企业。\n“展望下半年，A股市场将以盘整为主，波动性持续增加。板块布局上，我持续看好消费、建材龙头以及中高端设备制造相关板块。消费板块估值合理，其长期的成长逻辑保持不变。随着疫苗覆盖率的提升和经济的全面恢复，人均可支配收入有望在今年大幅改善进而迎来消费回归。”富达国际中国区股票投资主管、基金经理周文群称。\n外资坚定投资中国市场\n多家外资机构认为，A股市场的短期波动并不会影响外资长期流入趋势。景顺在最新发布的《全球主权资产管理研究》中称，凭借极具吸引力的本土回报及多元化的投资机会，中国市场的吸引力在过去四年稳步提升。\n景顺表示，未来五年，40%的主权基金计划增加对中国资产配置。75%的主权基金受可观的投资回报所吸引而投资于中国资产，57%的主权基金则将中国视作实现投资组合多元化的重要渠道。与主权基金一样，各国央行也在继续增加对中国资产的配置，从而在美元资产基础上实现多元化配置。\n国信证券也在最新发布的研报中称，当前外资对A股配置比例依然处于明显的低配状态。从外资配置A股规模占全球股票型基金规模比重来看，截至2020年底，全球股票公募基金总规模是28.3万亿美元，外资配置A股市场资金为5225亿美元，占比仅为1.8%。此外，当前MSCI全球指数中A股权重仅为0.4%，占比同样较低。所以总体看，目前A股在外资的全球资产配置中依然是明显低配的，长期来看外资持续净流入依然大有空间。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":891618111,"gmtCreate":1628385862733,"gmtModify":1631892361805,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891618111","repostId":1142649306,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":891855218,"gmtCreate":1628381971534,"gmtModify":1631892001925,"author":{"id":"3583906472464545","authorId":"3583906472464545","name":"靖焜","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891855218","repostId":1142649306,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5458492,"gmtCreate":1628381993347,"gmtModify":1635157442943,"authorId":3583906472464545,"author":{"id":3583906472464545,"authorId":3583906472464545,"name":"靖焜","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":891855218,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":891853152,"gmtCreate":1628381499976,"gmtModify":1631888688920,"author":{"id":"3501998685270291","authorId":"3501998685270291","name":"十八顺","avatar":"https://static.tigerbbs.com/65272cb112539122118d0010eda02867","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"跟风呗[呆住]&nbsp;","listText":"跟风呗[呆住]&nbsp;","text":"跟风呗[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891853152","repostId":1142649306,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5475993,"gmtCreate":1628550716488,"gmtModify":1631888688923,"authorId":3578402372027784,"author":{"id":3578402372027784,"authorId":3578402372027784,"name":"相见恨晚隨缘呗","avatar":"https://static.tigerbbs.com/d112fbb709c85fd78977ffa119acab4d","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":891853152,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":46,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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